Financial planning services in Morgantown, WV
102 results found
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Keestone Tax Services, LLC
● ClosedKeestone Tax Services, LLC is a finance institution located at 1399 Stewartstown Road in Morgantown, West Virginia. Specializing in tax services, Keestone provides expert assistance to individuals and businesses with their tax preparation and planning needs. With a team of experienced professionals, Keestone Tax Services, LLC is committed to providing accurate and reliable financial guidance to help clients navigate the complexities of the tax system. Whether you are looking to maximize your deductions, minimize your liabilities, or simply need assistance with filing your taxes, Keestone Tax Services, LLC is dedicated to helping you achieve your financial goals.
1399 Stewartstown Rd Suite 230, Morgantown, WV 26505, United States -
Derek Nuzum, Financial Services Professional
● ClosedDerek Nuzum, Financial Services Professional is an insurance agency located at 742 Fairmont Road in Morgantown, West Virginia, United States. With years of experience in the financial services industry, Derek Nuzum offers a wide range of insurance products and services to meet the individual needs of each client. Whether you are looking for life insurance, health insurance, or retirement planning, Derek Nuzum is dedicated to providing personalized and professional service to help you secure your financial future. Contact Derek Nuzum, Financial Services Professional today to schedule a consultation and learn more about how they can help you protect what matters most.
742 Fairmont Rd # C, Morgantown, WV 26501, United States -
Allstate Personal Financial Representative: William Huggins
● ClosedAllstate Personal Financial Representative William Huggins is a trusted finance and insurance agency located at 411 Oakland Street in Morgantown, West Virginia. With a dedication to providing personalized financial services, William Huggins helps clients navigate the complexities of insurance and investment planning. Whether you're looking to protect your assets or grow your wealth, William Huggins is committed to helping you achieve your financial goals. Contact him today to schedule a consultation and take control of your financial future.
411 Oakland St, Morgantown, WV 26505, United States -
Summit Financial Networks
● ClosedSummit Financial Networks is a finance institution located at 1042 Morgantown Avenue in Fairmont, West Virginia, United States. Our team of advisors is dedicated to helping clients with retirement planning, IRA/401K management, and investment strategies. We offer no-cost consultations to assist you in creating a personalized financial plan for your future. Our services include retirement planning, estate planning, college savings plans, life insurance, long-term care insurance, and Medicare Supplement/Prescription Drug insurance. We are a full-service brokerage firm that can help you navigate the complexities of financial planning. Securities and advisory services are offered through Cetera Advisor Networks LLC, a reputable broker-dealer and Registered Investment Advisor. Contact us today for a consultation and start planning for a secure financial future.
1042 Morgantown Ave, Fairmont, WV 26554, United States -
Seamon Law Offices PLLC
● ClosedSeamon Law Offices PLLC, located at 2101 About Town Place in Morgantown, West Virginia, is dedicated to providing estate planning services to families in West Virginia and Pennsylvania. Their focus is on ensuring financial security for individuals of all ages and their loved ones both now and in the future. The firm helps clients protect their assets from the high cost of long-term care and encourages proactive planning for life's uncertainties. With a commitment to developing personalized legacy plans, Seamon Law Offices PLLC aims to safeguard their clients' assets and provide peace of mind. Please note that the firm is licensed in West Virginia and Pennsylvania and does not offer legal advice through their website. It is recommended that individuals seek the guidance of a qualified attorney in their state before implementing any legal strategies outlined on the website.
2101 About Town Place, Morgantown, WV 26508, United States -
Bob Burdette - State Farm Insurance Agent
● OpenBob Burdette - State Farm Insurance Agent is an insurance agency located at 1189 Pineview Drive in Morgantown, West Virginia, United States. Bob Burdette offers customizable coverage plans to help protect what's important to you, including your family, belongings, and finances. With options for safe driving rewards, bundling, and discounts, Bob Burdette can create a solution that fits your needs. Whether you're looking for auto insurance, recreational vehicle insurance, homeowners insurance, renters insurance, personal property insurance, small business insurance, life insurance, health insurance, or banking products, Bob Burdette can help you find the right coverage. With State Farm being the largest auto insurance provider in the U.S., you can trust Bob Burdette to provide you with quality insurance options. Contact Bob Burdette in Morgantown, WV to get started with a personalized insurance quote and secure your financial future.
1189 Pineview Dr STE G1, Morgantown, WV 26505, United States -
Bond Insurance Inc
● ClosedBond Insurance Inc is a reputable insurance agency located at 486 Old Cheat Road in Morgantown, West Virginia. Our experienced team specializes in providing bond insurance solutions to individuals and businesses. We offer a range of coverage options to protect our clients from financial losses related to bonds. With our dedication to customer service and industry expertise, you can trust Bond Insurance Inc to help you find the right insurance plan for your needs. Contact us today to learn more about our services and how we can assist you in securing your financial future.
486 Old Cheat Rd, Morgantown, WV 26508, United States -
Stew McCaw - MVB Mortgage/Intercoastal Mortgage, LLC
● OpenStew McCaw - MVB Mortgage/Intercoastal Mortgage, LLC is a finance institution located at 7000 Hampton Center in Morgantown, West Virginia, United States. Specializing in mortgage services, they offer a wide range of financial products to help individuals and families achieve their homeownership goals. With a team of experienced professionals, Stew McCaw - MVB Mortgage/Intercoastal Mortgage, LLC provides personalized guidance and support throughout the loan process. Whether you are a first-time homebuyer or looking to refinance, this institution is dedicated to helping you secure the best financing options for your needs.
7000 Hampton Center Suite G, Morgantown, WV 26505, United States -
Megan L Nieman - PNC Mortgage Loan Officer (NMLS #1480463)
● ClosedMegan L Nieman is a dedicated PNC Mortgage Loan Officer located at 125 Granville Square in Morgantown, West Virginia. With a National Mortgage Licensing System (NMLS) number of 1480463, Megan is committed to providing top-notch financial services to her clients. Whether you are looking to purchase a new home, refinance your current mortgage, or explore other loan options, Megan is here to help. Trust in her expertise and professionalism to guide you through the mortgage process with ease and confidence. Contact Megan L Nieman today for all your mortgage needs.
125 Granville Sq STE 120, Morgantown, WV 26501, United States -
Liberty Tax
● ClosedLiberty Tax is a finance institution located at 753 Chestnut Ridge Road in Morgantown, West Virginia. They offer a range of financial services including tax preparation, accounting, and financial planning. With a team of experienced professionals, Liberty Tax is dedicated to helping individuals and businesses navigate the complex world of finance. Their commitment to providing reliable and accurate financial solutions has made them a trusted resource in the community. Whether you need assistance with taxes or financial planning, Liberty Tax is here to help you achieve your financial goals.
753 Chestnut Ridge Rd, Morgantown, WV 26505, United States -
Lambright & Gutta PLLC
● ClosedLambright & Gutta PLLC is a reputable accounting and finance institution located at 1199 Van Voorhis Road in Morgantown, West Virginia, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, auditing, and financial planning. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for all financial needs. Visit Lambright & Gutta PLLC today for expert financial guidance and support.
1199 Van Voorhis Rd STE 6, Morgantown, WV 26505, United States -
Premier Tax Consulting, LLC
● ClosedPremier Tax Consulting, LLC is a reputable accounting and finance institution located in Morgantown, West Virginia. Our team of experienced professionals is dedicated to providing top-notch tax consulting services to individuals and businesses. With a commitment to excellence and personalized attention, we strive to help our clients navigate the complexities of tax laws and regulations to achieve their financial goals. Visit us at 1440 Dorsey Avenue and let us help you with all your tax and financial needs.
1440 Dorsey Ave, Morgantown, WV 26501, United States -
Ruckle Homer CPA
● ClosedRuckle Homer CPA is a reputable accounting and finance institution located at 3803 Swallowtail Drive in Morgantown, West Virginia, United States. With a team of experienced Certified Public Accountants, we provide a wide range of financial services to individuals and businesses in the area. Our expertise includes tax preparation, auditing, bookkeeping, and financial planning. Whether you need help with your personal finances or managing your business accounts, Ruckle Homer CPA is here to help you achieve your financial goals. Contact us today to schedule a consultation.
3803 Swallowtail Dr, Morgantown, WV 26508, United States -
Health Group LLC
● ClosedHealth Group LLC is a leading accounting and finance institution located at 6220 Mid Atlantic Drive in Morgantown, West Virginia, United States. With a dedicated team of professionals, we provide expert financial services to healthcare organizations and individuals. Our services include financial planning, budgeting, tax preparation, and auditing. Trust Health Group LLC to help you achieve your financial goals and secure a stable financial future.
6220 Mid Atlantic Dr, Morgantown, WV 26508, United States -
Roger Hardesty & Associates
● OpenRoger Hardesty & Associates is a reputable accounting and finance institution located at 420 Morgantown Street in Kingwood, West Virginia, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, we are committed to helping our clients achieve their financial goals. Visit us today and let us assist you with all your accounting and finance needs.
420 Morgantown St #6, Kingwood, WV 26537, United States -
Department of Finance
● OpenThe Department of Finance at the university in Morgantown, West Virginia, is dedicated to providing students with a comprehensive education in the field of finance. Our faculty members are experts in the industry and are committed to helping students develop the skills and knowledge needed to succeed in the finance sector. With a focus on both theory and practical application, our programs prepare students for careers in investment banking, corporate finance, financial planning, and more. Join us at the Department of Finance and take the first step towards a successful and rewarding career in finance.
Morgantown, WV 26501, United States -
Oates Labritz Wealth Management
● OpenOates Labritz Wealth Management is a finance institution located at 455 Suncrest Towne Centre Drive in Morgantown, West Virginia, United States. This institution offers investment products and services through Wells Fargo Advisors Financial Network, LLC (WFAFN). Residents of select states in the U.S. can access securities-related services through this institution, but services may not be available to individuals residing outside of these states. Insurance products are also offered through nonbank insurance agency affiliates of Wells Fargo & Company. It is important to note that opinions and information shared on social media platforms by third parties do not necessarily reflect the views of Oates Labritz Wealth Management. Additionally, when accessing external websites, individuals are advised to review the privacy and security policies of the third-party site as they may differ from those of Wells Fargo Advisors.
455 Suncrest Towne Centre Drive, Morgantown, WV 26505, United States -
Northwestern Mutual :Eli Henderson
● OpenNorthwestern Mutual: Eli Henderson is a finance institution located at 121 Simpson Street in Morgantown, West Virginia, United States. With a focus on providing financial planning and insurance services, Northwestern Mutual offers personalized strategies to help individuals and families achieve their financial goals. Led by experienced financial advisor Eli Henderson, the institution is dedicated to providing clients with expert guidance and support in managing their finances and securing their future. Whether you are looking to invest, save for retirement, or protect your assets, Northwestern Mutual: Eli Henderson is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
121 Simpson St, Morgantown, WV 26501, United States -
Huntington Private Bank
● ClosedHuntington Private Bank is a premier financial institution located at 3120 University Avenue in Morgantown, West Virginia. Our dedicated team of professionals offers a wide range of wealth and financial services, including premium banking solutions, trust and estate administration, portfolio management, securities, and investment advisory services. As a federally registered service mark of Huntington Bancshares Incorporated, we strive to provide exceptional service to our clients. Our subsidiary, Huntington Financial Advisors, offers securities and insurance products, while Huntington Insurance, Inc. provides certain insurance products. Trust and investment management services are offered by The Huntington National Bank, a national bank with fiduciary powers. Please note that lending products are subject to credit approval, and investment, insurance, and non-deposit trust products may lose value. Thank you for considering Huntington Private Bank for your financial needs.
3120 University Ave, Morgantown, WV 26505, United States -
Edward Jones
● ClosedEdward Jones is a renowned finance institution located at 1427 Earl L Core Road in Morgantown, West Virginia, United States. With a commitment to providing personalized financial services and investment advice, Edward Jones is dedicated to helping individuals and families achieve their financial goals. Whether you are looking to plan for retirement, save for a child's education, or build wealth for the future, the knowledgeable team at Edward Jones is here to assist you every step of the way. Visit us today to learn more about how we can help you secure your financial future.
1427 Earl L Core Rd, Morgantown, WV 26505, United States -
Northwestern Mutual: Chris Wade
● ClosedNorthwestern Mutual: Chris Wade is a financial institution located at 1053 Maple Drive in Morgantown, West Virginia. Specializing in providing financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their future. With a focus on personalized financial strategies, Chris Wade and his team offer expert advice and guidance to clients looking to build wealth, protect assets, and plan for retirement. Trust Northwestern Mutual to provide comprehensive financial solutions tailored to your specific needs and goals.
1053 Maple Dr Suite 200, Morgantown, WV 26501, United States -
Padgett Advisors
● ClosedPadgett Advisors is a trusted accounting and finance institution located at 1137 Van Voorhis Road in Morgantown, West Virginia. Our team of experienced advisors provides a wide range of financial services to businesses and individuals, including tax planning, bookkeeping, and financial consulting. With a commitment to personalized service and attention to detail, Padgett Advisors is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and financial needs.
1137 Van Voorhis Rd #16, Morgantown, WV 26505, United States -
Cunningham Powell Alexander, A.C.
● ClosedCunningham Powell Alexander, A.C. is an accounting and finance institution located at 1544 Mileground Road in Morgantown, West Virginia, United States. Our mission is to provide personalized financial services to help you navigate through the business of life and plan for a secure financial future. We offer a range of online apps for your convenience, making it easy to conduct business with us. Our team of licensed professionals is dedicated to optimizing your taxes, simplifying bookkeeping and payroll, and helping your new business thrive. We also focus on managing cash flow, utilizing technology for small business success, and promoting overall wellness. With our expertise, you can effectively manage business debt, navigate supply chain disruptions, and create a joyful holiday feast for all dietary preferences. Securities and Investment Advisory Services are offered through Allegheny Financial, a registered investment advisor and broker/dealer. Contact us at Stone Quarry Crossing in Pittsburgh for more information.
1544 Mileground Rd, Morgantown, WV 26505, United States -
Smith and Associates CPA's and Consultants
● OpenSmith and Associates CPA's and Consultants is a reputable financial institution located at 426 Drummond Street in Morgantown, West Virginia, United States. With a team of experienced certified public accountants and consultants, we provide a wide range of financial services including tax preparation, auditing, financial planning, and business consulting. Our commitment to excellence and personalized service sets us apart from other firms, making us a trusted partner for individuals and businesses seeking expert financial advice. Contact us today to see how we can help you achieve your financial goals.
426 Drummond St, Morgantown, WV 26505, United States -
Smith & Associates Cpa's & Consultants
● ClosedSmith & Associates CPA's & Consultants is a trusted accounting and finance institution located at 511 Burroughs Street in Morgantown, West Virginia. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, auditing, and consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Whether you are an individual or a business in need of financial guidance, Smith & Associates CPA's & Consultants is here to help. Contact us today to schedule a consultation.
511 Burroughs Street, Morgantown, WV 26505, United States -
Public Consulting Group
● ClosedPublic Consulting Group is a leading consulting firm located at 601 East Brockway Avenue in Morgantown, West Virginia. With a focus on providing innovative solutions to government agencies, education institutions, and non-profit organizations, Public Consulting Group offers a wide range of services including program management, strategic planning, and technology implementation. Their team of experts are dedicated to helping clients achieve their goals and improve outcomes for the communities they serve.
601 E Brockway Ave E, Morgantown, WV 26501, United States -
Downstream Strategies
● ClosedDownstream Strategies is an environmental consulting firm located at 911 Green Bag Road in Morgantown, West Virginia. Our team of experts specializes in providing innovative solutions for sustainable development, water resource management, and environmental policy. With a focus on protecting and preserving our natural resources, we work with clients to create strategies that promote long-term environmental health and economic prosperity. From conducting environmental impact assessments to developing watershed management plans, Downstream Strategies is committed to helping our clients achieve their sustainability goals.
911 Green Bag Road, Morgantown, WV 26508, United States -
Health Consultants Plus Inc
● ClosedHealth Consultants Plus Inc is a leading healthcare institution located at 219 Hartman Run Road in Morgantown, West Virginia, United States. Our team of experienced and dedicated healthcare professionals provides a wide range of consulting services to individuals, families, and organizations. From preventative care to disease management, we are committed to promoting the health and well-being of our clients. Visit us today and let us help you achieve your health goals.
219 Hartman Run Rd, Morgantown, WV 26505, United States -
Thomas Price & Wilson: Bechtel Corey CPA
● ClosedThomas Price & Wilson: Bechtel Corey CPA is a reputable accounting and finance institution located at 195 Green Bag Road in Morgantown, West Virginia. With a team of experienced and skilled CPAs, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their dedication to providing top-notch financial solutions has earned them a strong reputation in the community. Whether you are an individual or a business in need of financial guidance, Thomas Price & Wilson: Bechtel Corey CPA is the institution you can trust to help you achieve your financial goals.
195 Green Bag Road, Morgantown, WV 26501, United States -
FamilyWealth Management Group, LLC.
● ClosedFamilyWealth Management Group, LLC. is a finance institution located at 1660 Tyrone Road in Morgantown, West Virginia, United States. Our team of experienced financial advisors is dedicated to helping families manage and grow their wealth for future generations. We offer personalized financial planning services tailored to each client's unique goals and needs. Whether you are planning for retirement, saving for your children's education, or investing for the future, our team is here to provide expert guidance and support every step of the way. Visit us today to see how we can help you secure your family's financial future.
1660 Tyrone Rd, Morgantown, WV 26508, United States
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